Client Success & Enrollment Specialist

Description

Do you thrive on making strong first impressions, connecting with people, and guiding them toward better health and performance? At the Health Performance Institute (HPI), we’re seeking a personable, driven, and professional Client Success & Enrollment Specialist to lead the front-end of our client experience.

In this consultative, entry-level role, you’ll convert leads into clients through personalized communication, assessments, and high-touch service. If you’re energized by relationship-building and helping others take action, this position is for you.

**Ideal candidates have experience in fitness, healthcare, hospitality, or customer service.

Job Summary

This is a consultative, entry-level role, in which the Client Success & Enrollment Specialist converts leads into clients through personalized communication, assessments, and high-touch service. 

Essential Functions

Lead Conversion & Enrollment

• Conduct in-person consultations and performance assessments (adults and athletes).
• Convert inquiries into paying clients through confident, value-driven conversations.
• Serve as the first point of contact, delivering a welcoming and action-oriented experience.
• Track and manage leads using our CRM and internal systems.

Client Experience & Communication

• Make strong first impressions through tours, onboarding, and follow-ups.
• Craft personalized emails and summaries to reinforce trust and clarify next steps.
• Collaborate with the training team to ensure smooth handoffs and aligned client goals.
• Support retention and re-engagement initiatives.

Marketing & Community Engagement

• Represent HPI at local events and outreach opportunities.
• Assist in collecting testimonials, success stories, and media content.
• Support referral programs and communication with partner organizations.

Operational Support

• Assist with front desk duties: check-ins, scheduling, and event prep.
• Maintain accurate records of assessments and lead interactions.
• Help keep front-end operations running smoothly and efficiently.

Requirements

What We Are Looking For:

• 1–3 years of experience in client-facing roles (sales, customer service, fitness, healthcare, or hospitality).
• Strong relationship-building skills and the ability to guide others toward a decision.
• Excellent verbal and written communication.
• Detail-oriented, organized, and proactive with follow-up.
• Tech-savvy and comfortable with CRM systems, Google Workspace, and scheduling tools.
• A passion for helping people improve their health and performance.

Physical Requirements

• Able to walk, stand, and move around the facility for extended periods.
• Able to lift up to 25 lbs. for event support or facility needs.
• Willing to observe or assist in training sessions to stay connected to program quality.
• Comfortable in a high-energy, client-facing environment with frequent interactions.

Base salary offers for this position may vary based on factors such as location, skills and relevant experience. We offer the following benefits to those who are benefit eligible (30+ hours a week):  medical, dental, vision, life and AD&D insurance, long and short term disability, 401k program with company match and profit sharing, wellness program, health savings accounts, flexible savings accounts, ID protection plan and accident, critical illness and hospital benefits. In addition, we offer paid holidays and paid time off.